Business Succession Planning/Exit Strategies

Business succession planning can be one of the most important steps you take to ensure the long-term success of your business. Done properly, succession planning allows business owners to smoothly transfer ownership and management of a company to their heirs or other successors.

Whether you are interested in forming, selling, or merging a business entity, The Law Offices of Laura A. Davis can guide you safely through the many legal mine fields that lay between you and the success of your business.

The Law Offices of Laura A. Davis will help you confidently plan for and execute your business decisions and orchestrate an effective transition of wealth from one generation to the next. Working together, your plan will be one that is custom-tailored for you, expressing your values and hopes for the future in practical, cost-effective ways.

The Law Offices of Laura A. Davis can assist with:

  • Exit strategy planning
  • Implementing alternate business entity structures to facilitate the exit
  • Buy-Sell Agreements
  • Voting Trusts
  • Gifting
  • Sales to Grantor Trusts or Third-Parties
  • Coordination of Business Succession Plan with Estate Plan
  • Coordinating Investment, Insurance and Accounting Advisors

The Law Offices of Laura A. Davis: Committed to helping business owners transition to new lives and adventures.